Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q2 2024
Institutional positions in Xcel Energy Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 974
- +5 vs. Q1 2024
- Shares held
- 435.2M
- +3.21M (+0.7%) vs. Q1 2024
- Total value
- $23.3B
- +$5.60M (0.0%) vs. Q1 2024
- New holders
- 86
- 392 more added
- Sold out
- 81
- 331 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 5,911 | $315.7K | 0.03% | +336+6.0% | Added |
| Sandy Spring Bank | 5,909 | $315.6K | 0.01% | +601+11.3% | Added |
| Cigna Investments Inc | 5,857 | $313.0K | 0.06% | +35+0.6% | Added |
| Csenge Advisory Group | 5,839 | $311.9K | 0.02% | +1,410+31.8% | Added |
| Ground Swell Capital, LLC | 5,828 | $311.3K | 0.30% | +5,828 | New |
| Stratos Wealth Partners, LTD. | 5,808 | $310.2K | 0.00% | +286+5.2% | Added |
| Hills Bank & Trust Co | 5,796 | $309.6K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,794 | $309.5K | 0.00% | +60+1.0% | Added |
| Personal Cfo Solutions, LLC | 5,787 | $309.1K | 0.05% | −476−7.6% | Reduced |
| RFG Advisory, LLC | 5,720 | $305.5K | 0.01% | +323+6.0% | Added |
| Keudell/Morrison Wealth Management | 5,719 | $305.5K | 0.09% | +5,719 | New |
| Ameritas Advisory Services, LLC | 5,705 | $304.7K | 0.01% | −291−4.9% | Reduced |
| Brookstone Capital Management | 5,485 | $303.4K | 0.01% | +37+0.7% | Added |
| Nations Financial Group Inc, | 5,668 | $302.7K | 0.02% | +442+8.5% | Added |
| Global Retirement Partners, LLC | 5,667 | $302.7K | 0.01% | +1,377+32.1% | Added |
| Alley Investment Management Company, LLC | 5,656 | $302.1K | 0.04% | −100−1.7% | Reduced |
| Ingalls & Snyder LLC | 5,643 | $301.0K | 0.01% | −555−9.0% | Reduced |
| E Fund Management Co., Ltd. | 5,585 | $298.3K | 0.02% | +106+1.9% | Added |
| Eqis Capital Management, Inc. | 5,584 | $298.2K | 0.02% | +524+10.4% | Added |
| IFP Advisors, Inc | 5,574 | $297.7K | 0.01% | +642+13.0% | Added |
| Aigen Investment Management, LP | 5,572 | $297.6K | 0.06% | +1,805+47.9% | Added |
| First Commonwealth Financial Corp | 5,542 | $296.0K | 0.08% | −20.0% | Reduced |
| Lakeridge Wealth Management LLC | 5,515 | $294.5K | 0.18% | +251+4.8% | Added |
| Old National Bancorp | 5,499 | $293.7K | 0.01% | −45−0.8% | Reduced |
| Old Second National Bank of Aurora | 5,498 | $293.6K | 0.08% | −200−3.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,411 | $289.0K | 0.02% | −1,064−16.4% | Reduced |
| James Hambro & Partners | 5,400 | $288.5K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $287.8K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,345 | $285.5K | 0.05% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,331 | $284.7K | 0.03% | −665−11.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,316 | $283.9K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,262 | $281.0K | 0.01% | −1,913−26.7% | Reduced |
| Caitlin John, LLC | 5,219 | $278.7K | 0.20% | +5,219 | New |
| Secured Retirement Advisors, LLC | 5,195 | $277.4K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,181 | $276.7K | 0.01% | −1,269−19.7% | Reduced |
| Farmers & Merchants Investments Inc | 5,178 | $276.6K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 5,137 | $274.4K | 0.12% | +2,943+134.1% | Added |
| Heritage Trust Co | 5,093 | $272.0K | 0.04% | −40−0.8% | Reduced |
| Manchester Capital Management LLC | 5,070 | $270.8K | 0.03% | +809+19.0% | Added |
| Legacy Financial Advisors, Inc. | 5,063 | $270.4K | 0.05% | +5,063 | New |
| Wedmont Private Capital | 4,980 | $270.3K | 0.02% | +1,030+26.1% | Added |
| Moody National Bank Trust Division | 5,054 | $269.9K | 0.02% | +1,234+32.3% | Added |
| Seven Eight Capital, LP | 5,052 | $269.8K | 0.03% | −124,310−96.1% | Reduced |
| Ci Investments Inc. | 5,011 | $268.0K | 0.00% | +531+11.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,986 | $266.3K | 0.01% | −2,725−35.3% | Reduced |
| HBK Sorce Advisory LLC | 4,984 | $266.2K | 0.01% | +4,984 | New |
| Adviser Investments LLC | 4,978 | $265.9K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,975 | $265.7K | 0.02% | +341+7.4% | Added |
| Lummis Asset Management, LP | 4,949 | $264.3K | 0.35% | +1,666+50.7% | Added |
| Quantum Financial Advisors, LLC | 4,937 | $263.7K | 0.05% | −108−2.1% | Reduced |
| Glenview Trust Co | 4,935 | $263.6K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,922 | $262.9K | 0.00% | −670−12.0% | Reduced |
| Castle Rock Wealth Management, LLC | 4,920 | $258.0K | 0.06% | +5+0.1% | Added |
| Danske Bank A/S | 4,799 | $256.3K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,798 | $256.3K | 0.06% | −3,629−43.1% | Reduced |
| Strategy Asset Managers LLC | 4,076 | $253.4K | 0.06% | +4,076 | New |
| Ritholtz Wealth Management | 4,731 | $252.7K | 0.01% | +20+0.4% | Added |
| Warwick Investment Management, Inc. | 4,711 | $251.6K | 0.06% | +334+7.6% | Added |
| Ballast Advisors LLC | 4,700 | $251.0K | 0.08% | −604−11.4% | Reduced |
| Venture Visionary Partners LLC | 4,697 | $250.9K | 0.01% | +96+2.1% | Added |
| Axxcess Wealth Management, LLC | 4,684 | $250.2K | 0.01% | −25−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,617 | $248.2K | 0.00% | +960+26.3% | Added |
| PrairieView Partners, LLC | 4,621 | $246.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,597 | $245.5K | 0.00% | +3,958+619.4% | Added |
| Private Trust Co NA | 4,574 | $244.3K | 0.03% | +1,373+42.9% | Added |
| RMB Capital Management, LLC | 4,542 | $242.6K | 0.01% | −23−0.5% | Reduced |
| Trueblood Wealth Management, LLC | 4,505 | $240.6K | 0.14% | −600−11.8% | Reduced |
| Congress Wealth Management LLC | 4,472 | $238.9K | 0.00% | +455+11.3% | Added |
| Montag A & Associates Inc | 4,422 | $238.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,441 | $237.2K | 0.00% | −3,118−41.2% | Reduced |
| FFT Wealth Management LLC | 4,414 | $235.7K | 0.02% | −135−3.0% | Reduced |
| Gateway Wealth Partners, LLC | 4,413 | $235.7K | 0.07% | +182+4.3% | Added |
| Evergreen Capital Management LLC | 4,364 | $235.5K | 0.01% | −648−12.9% | Reduced |
| Welch Group, LLC | 4,400 | $235.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,391 | $234.5K | 0.07% | +190+4.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $234.1K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,458 | $233.7K | 0.01% | +935+26.5% | Added |
| Warren Averett Asset Management, LLC | 4,373 | $233.6K | 0.00% | −151−3.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,315 | $230.5K | 0.04% | +43+1.0% | Added |
| Eastern Bank | 4,302 | $229.8K | 0.01% | −80−1.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,302 | $229.8K | 0.10% | −760−15.0% | Reduced |
| Buska Wealth Management, LLC | 4,289 | $229.1K | 0.09% | −20.0% | Reduced |
| Aaron Wealth Advisors | 4,282 | $228.7K | 0.03% | +4,282 | New |
| Mutual Advisors, LLC | 3,955 | $228.2K | 0.01% | −1,188−23.1% | Reduced |
| South State Corp. | 4,268 | $228.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,252 | $227.2K | 0.01% | −106−2.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,244 | $226.7K | 0.02% | +4,244 | New |
| Abbrea Capital, LLC | 4,181 | $226.0K | 0.03% | −693−14.2% | Reduced |
| Jones Financial Companies LLLP | 4,220 | $225.4K | 0.00% | −114−2.6% | Reduced |
| Kozak & Associates, Inc. | 4,250 | $224.2K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,194 | $224.0K | 0.02% | −10−0.2% | Reduced |
| Cidel Asset Management Inc | 4,157 | $222.0K | 0.02% | +385+10.2% | Added |
| DORVAL Corp | 3,989 | $221.2K | 0.10% | −301−7.0% | Reduced |
| FinTrust Capital Advisors, LLC | 4,129 | $220.5K | 0.04% | +3,141+317.9% | Added |
| Destination Wealth Management | 4,124 | $220.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,104 | $219.0K | 0.02% | −330−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,151 | $217.6K | 0.06% | −767−15.6% | Reduced |
| Johnson Investment Counsel Inc | 4,066 | $217.2K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 3,633 | $216.7K | 0.02% | +3,633 | New |
| Principle Wealth Partners LLC | 3,980 | $212.6K | 0.02% | 00.0% | Unchanged |